How to send quotes using Band Pencil

Although Band Pencil doesn't have a dedicated quoting tool we've made it super easy to send booking acceptance contracts to your clients. Here's a straightforward step-by-step guide on how to do it:

  1. Create a New Event:

    • Start by adding a new event in Band Pencil (if a client has enquired through the lead capture form, this information will already be in Band Pencil).
    • Enter all the necessary event details.
  2. Add your Client:

    • Next, add your client to the event (if the client enquired through the lead capture form, this information will already be in Band Pencil).
  3. Generate an Invoice:

    • Create an invoice for the event. This is where you can list the services or items you're quoting.
  4. Create a Contract:

    • Assign a contract to the event and give it a title like "Quote Agreement."
    • Include the specific terms and conditions for the quote within this contract.
  5. Send the Quote to the Client:

    • Send an email to the client, providing them with access to the Client Portal.
    • In the Client Portal, they can view all the event details, the invoice, and the contract titled 'Quote Agreement' contract.
    • If they're satisfied with the quote and terms, they can digitally sign the Quote Agreement contract.

Pro Tip: To make your quoting process even more efficient, you can create contract templates and email templates that you can reuse for future quotes.


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